Creating a Plan for Debt

Overview

To enter debt or loan plan into the app, you can simply tap the Plan or the New button under the graph and start creating a Forecast Plan. You can also setup credit card debt this way.

For Debt or Loan Plan tap the Loan type under the Account. You can then Define the appropriate Category (e.g. mortgage), account where the money transfers to (i.e. your Lender account), the current Balance, Interest Rate and the next Start Date along with Repeat cycle.

• Loan Plan HowTo
  

You can also setup an Asset account associated with the loan (lien at your lender account) which will allow for more tracking and projections of appreciation, depreciation and principal payoff.

• Asset Plan HowTo